Play Never Stops

−8.1%

since Sep 11

0forks

The idea

I believe my generation spends on games and digital hangouts the way our parents spent on going out. The winners own the worlds people live in and the franchises they wait years for. This take holds the platforms and publishers, plus a smaller slice of real-money gaming and social.

What would change my mind: Engagement on Roblox declines year over year.

What it owns

Worlds and franchises · RBLX, TTWO

62%

RBLX32% −8.0%

TTWO30% −6.1%

Real-money play · DKNG

18%

DKNG18% −17.4%

Social · SNAP

10%

SNAP10% −6.3%

Cash · USDC

10%

Held as USDC to add on dips.

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Discussion

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